Kickstart Your Career in Financial Planning – Geraldton
Ready to build a long-term career in financial advice?
HPH Solutions is seeking a motivated individual to join our Geraldton team as a Client Services Associate – the first step in an exciting career pathway toward becoming a financial planner.
If you've started or completed a qualification in Financial Planning or a related finance field, this is your chance to put your skills into practice, learn from experienced advisers, and grow with a firm that invests in your future.
At HPH, we're more than just a workplace – we're a supportive team that values professional development, collaboration, and long-term success.
Key responsibilities
* Manage client enquiries and requests in a timely and professional manner
* Assist with the preparation of financial planning documents and reports
* Coordinate client meetings and appointments
* Maintain accurate client records and database management
* Support the financial planning team with ad-hoc administrative tasks
* Ensure compliance with relevant financial services regulations and internal policies
What we're looking for
* An ideal graduate-level opportunity for candidates with a relevant qualification who are looking to launch their professional career in the Financial Planning profession
* Strong organisational and time management skills with the ability to prioritise tasks effectively
* Excellent communication and interpersonal skills with a focus on providing exceptional customer service
* Proficient in using Microsoft Office suite
* A proactive and collaborative team-oriented approach
* Knowledge of financial planning processes and regulatory requirements
What we offer
At HPH Solutions, we believe in creating a supportive and inclusive work environment that allows our employees to thrive. We offer a range of competitive benefits, including:
* Opportunities for professional development and career progression
* Flexible work arrangements to support work-life balance
* Supported path to Employee Share Ownership
About us
HPH Solutions is a leading financial planning and wealth management firm with a strong focus on delivering personalised, holistic solutions to our clients. Our mission is to empower individuals and families to achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, we are dedicated to providing exceptional service and building long-term relationships with our clients.
If you're ready to join a dynamic and supportive team, we encourage you to apply now.